Is Charleston, South Carolina A “Tax-Friendly” Place to Retire?
When selecting your dream retirement spot, several criteria spring to mind. For example, nice weather, lots of options for entertainment,…
Category: Blog
How The Inflation Reduction Act Impacts The Electric Vehicle Tax Credit
Gas prices seem to have a mind of their own this year. While the Charleston, SC and Roanoke, VA areas…
Do You Have Enough Life Insurance?
September is National Life Insurance Month! To “celebrate,” we’re helping you determine if you have enough life insurance coverage to…
Your Loved One Is Considering Moving Into A Retirement Community In Charleston, SC, Now What?
There may come a time when a parent, in-law, close relative, or other loved one no longer wants to live…
3 Core Types of Equity Compensation You May Come Across As A High-Earner
Did someone say equity compensation? Equity compensation is quickly growing as a popular payment method in various industries like tech,…
The Best Volunteer Spots For Retirees This Summer In Charleston, SC
Volunteering is wonderful for so many reasons. It allows you to give back to the community, connect with a cause…
3 Interesting Considerations With a 401(k) Rollover
When starting a new job, the paperwork feels never-ending. Your employer needs answers about insurance, benefits, stock options, beneficiaries, etc.…
What’s A Roth Conversion and Is It A Good Move For You?
High-earners, like most doctors, surgeons, and physicians, face an interesting conundrum when saving for retirement. They need to save more…
A Quick Guide To Help You Navigate Your Hospital Benefits
If you’re a physician working for a large medical system, there are likely several benefits to consider. You may not…
Top Resources To Care For Aging Parents In Charleston, SC
Around 53 million Americans have served as unpaid caregivers to an adult within the last 12 months.1 Studies have shown…